Filed June 28, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $157,527 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $45,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,213 | $122,585-63.9% | $184,256-76.0% | $200,096-77.9% |
| Participation rate | 61.6% | 86.9%-25.4pp | 86.8%-25.2pp | 72.0%-10.4pp |
| Annual return | 16.10% | 144.12%-128.0pp | 28.85%-12.7pp | 34.26%-18.2pp |
| Employer contribution / active EE | $1,581 | $4,571-65.4% | $6,427-75.4% | $3,038-48.0% |
| Participant deferral / active EE | $3,121 | $7,972-60.9% | $9,133-65.8% | $5,090-38.7% |
| Admin fee / account holder | $173 | $120+43.9% | $13,899-98.8% | $269-35.8% |